Digital product Archives - CPA Trendlines

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SMART MARKETING
Accounting Marketing 101 for Partners
A practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and CPA firms
$25.95 Add to cart
GET WHAT YOU'RE WORTH
Implementing Fee Increases
Ed Mendlowitz, “The Practice Doctor,” answers practitioners’ critical questions with sample client letters, checklists, and illustrative schedules.

FREE for PRO Members here. Not a PRO Member yet? Sign up here.
$95.00 Add to cart
Sale! STREAMING WEBCAST
Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast
How to Create the Roadmap for Your Firm's Growth The companion webinar to the handbook.
~~$49.50~~ $37.97 Add to cart
INSTANT DOWNLOAD
Making Mergers Work: Special Report [eBook]
Essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.

After the deal is done, and the celebrations end, the hard work begins
$199.50 Add to cart
BENCHMARKS and TRENDS
Tax Software Report
INSTANT DOWNLOAD PDF EBOOK!

Essential Competitive Benchmarks for Data-Driven Decision-Making

By Randolph P. Johnston and Leslie Garrett

Don't buy or renew your tax software without it
$195.00 Add to cart
Sale! INSTANT DOWNLOAD
The 30:30 Training Method
The field-tested and proven time-saving technique for rapid staff development at tax and accounting firms
~~$79.95~~ $49.97 Add to cart
INSTANT DOWNLOAD
The Client Service Idea Book
Guidance, tips, strategies, tactics, real-life stories, and research data for driving client satisfaction, retention and new revenue
$49.95 Add to cart
INSTANT DOWNLOAD
The Idea Book for Accounting Firm Hiring Managers
Guidance, tips, strategies, tactics, real-life stories, and research data for recruiting, training and retaining the best talent.
$34.95 Add to cart
Sale! INSTANT DOWNLOAD
The Idea Book for Career Planning in Accounting
Guidance, tips, strategies, tactics, real-life stories, and research data — from finding a new job to succeeding in your career
~~$14.95~~ $9.57 Add to cart
Sale! NEWEST EDITION
The Rosenberg MAP Survey: Annual National Study of CPA Firm Statistics
The leading national compendium of CPA firm practice management benchmarks.

Foreword and analysis by Marc Rosenberg

BONUS: Download the PDF ebook instantly for only $100 more
$500.00 – $600.00 Select options

OUR TOTAL COMMITMENT TO YOUR TOTAL SATISFACTION

Tax, accounting and finance professionals worldwide rely on CPA Trendlines to deliver the actionable intelligence they need to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely and to-the-point, providing only the most essential, most practical, information. Many are readable in under an hour and are immediately actionable.

– Rick Telberg
President / CEO
CPA Trendlines / Bay Street Group LLC
Contact me here

YOUR 100% SATISFACTION GUARANTEE

CPA Trendlines guarantees you will be 100% satisfied with your purchase or your money back. If you are less than completely satisfied for any reason, just return the item in saleable condition within 30 days of receipt to: CPA Trendlines Returns, 139 Washington Ave., Kingston N.Y. 12401-4825 USA. Please enclose a copy of the receipt or order confirmation. No hassle, no problem, no-questions-asked. After we receive the return, please allow seven days for the refund to be processed by your credit card company.

Customer Comments and Reviews

“I received exactly what I was interested in and more. What was previewed about the book is what I received. Very satisfied!

“You guys are on the front edge of the accounting industry and provide progressive and thought-provoking information to keep CPAs moving forward! Keep up the great work.”

“Your topics always seem to be on point & service is excellent!“

“Your materials are very well-written, both ‘on-point’ and ‘to-the-point!‘”

“Good stuff!“

“Well written and to the point!”

“Great, timely information in an easy-to-read format.”

“Good resources for managing a CPA firm”

“Informative articles, information that’s hard to find anywhere else!”

“Information that’s impossible to get anywhere else.“

“You have been very responsive, provided great service, and you are providing a service that no one else does–giving us tools that help us build our practices!”

“I have purchased four or five titles now, and I plan on buying more. They have all been extremely useful, and I read your articles consistently, and always get the information I can use from them. I have also been passing on your articles and information to my contacts–there are quite a few CPAs who are looking to move up or start their own businesses right now who could use the guidance.”

“Thank you very much again for your great service! And for providing help on a subject that Is very timely to me–it’s going to make a big difference in how my CPA firm moves forward.“

“I’m getting so much out of CPA trendlines. And right now I’m putting together my own firm.”

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Digital product

Accounting Marketing 101 for Partners

Implementing Fee Increases

FREE for PRO Members here. Not a PRO Member yet? Sign up here.

Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast

Making Mergers Work: Special Report [eBook]

Tax Software Report

The 30:30 Training Method

The Client Service Idea Book

The Idea Book for Accounting Firm Hiring Managers

The Idea Book for Career Planning in Accounting

The Rosenberg MAP Survey: Annual National Study of CPA Firm Statistics